Documentation Setup
Initial reserve log framework for trusts and treasuries beginning offline wallet documentation.
Format
Two on-site sessions
Duration
5–8 business days
Location
Client premises preferred
Pricing
From ₩650,000
Purpose
For organizations that hold offline reserves but lack a formal documentation practice. We build the initial framework—templates, custody registers, and revision procedures—so future audits proceed without starting from zero.
Deliverables
- Customized reserve log template aligned with your accountant’s working-paper style
- Custody register with signatory roles and storage location fields
- Written procedure for quarterly self-checks between professional reviews
- Training session for internal staff who will maintain records
Timeline
First session covers discovery and template design. Second session covers walkthrough and handoff. Materials delivered within five business days of the second session.